CWM
Compass Wealth Management’s Monster Beverage MNST Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-406
| Closed | -$21.3K | – | 443 |
|
2024
Q4 | $21.3K | Hold |
406
| – | – | 0.01% | 318 |
|
2024
Q3 | $21.2K | Hold |
406
| – | – | 0.01% | 320 |
|
2024
Q2 | $20.3K | Hold |
406
| – | – | 0.01% | 325 |
|
2024
Q1 | $24.1K | Hold |
406
| – | – | 0.01% | 307 |
|
2023
Q4 | $23.4K | Hold |
406
| – | – | 0.01% | 300 |
|
2023
Q3 | $21.5K | Hold |
406
| – | – | 0.01% | 308 |
|
2023
Q2 | $23.3K | Hold |
406
| – | – | 0.01% | 315 |
|
2023
Q1 | $21.9K | Buy |
406
+203
| +100% | +$11K | 0.01% | 315 |
|
2022
Q4 | $20.6K | Buy |
+203
| New | +$20.6K | 0.01% | 317 |
|